Sponsored

The Analysis of Maytree Asset Management Ltd's Holdings & P&L

Currently, Maytree Asset Management Ltd holds 20 types of securities in its portfolio with a total value $141.5M. In the most recent quarter, they have increased their positions in SNDK (+30.6K shares, valued at $19.4M), N/A (+53.0K shares, valued at $12.6M), LITE (+15.5K shares, valued at $10.9M); decreased their positions in AXTI (-587.5K shares, valued at $33.5M), PDD (-319.5K shares, valued at $32.6M), SIL (-11.4K shares, valued at $1.0M); initiated new positions in SNDK (+30.6K shares, valued at $19.4M), N/A (+53.0K shares, valued at $12.6M), SATS (+71.3K shares, valued at $8.3M).

1M P&L

+57.1M+36.41%

3M P&L

+93.8M+78.18%

HY P&L

+112.6M+111.41%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Semiconductors31.0M

24.1%

2Communication Equipment23.6M

18.3%

3Internet Retail19.8M

15.4%

Top Industries by Stock Count

1N/A5 stocks

27.8%

2Semiconductors4 stocks

22.2%

3Communication Equipment2 stocks

11.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

INTC INTEL CORP505.8K shares53.93%2026-03-312026-05-04

PDD PDD HOLDINGS INC193.6K shares-62.27%2026-03-312026-05-04

SNDK SANDISK CORP30.6K sharesnew addition2026-03-312026-05-04

LITE LUMENTUM HLDGS INC21.7K shares252.54%2026-03-312026-05-04

COHERENT CORP COHERENT CORP53.0K sharesnew addition2026-03-312026-05-04

U UNITY SOFTWARE INC520.3K shares328.64%2026-03-312026-05-04

SATS ECHOSTAR CORP71.3K sharesnew addition2026-03-312026-05-04

MTSI MACOM TECH SOLUTIONS HLDGS I28.7K sharesnew addition2026-03-312026-05-04

Sponsored

AXTI AXT INC94.8K shares-86.10%2026-03-312026-05-04

SLV ISHARES SILVER TR78.8K sharesnew addition2026-03-312026-05-04

IBIT ISHARES BITCOIN TRUST ETF133.7K shares11.88%2026-03-312026-05-04

TTMI TTM TECHNOLOGIES INC32.4K sharesnew addition2026-03-312026-05-04

AMKR AMKOR TECHNOLOGY INC61.6K sharesnew addition2026-03-312026-05-04

TCOM TRIP COM GROUP LTD32.0K shares0.00%2026-03-312026-05-04

POET POET TECHNOLOGIES INC234.0K sharesnew addition2026-03-312026-05-04

ALMU AELUMA INC73.5K sharesnew addition2026-03-312026-05-04

Sponsored

MAXEON SOLAR TECHNOLOGIES LT MAXEON SOLAR TECHNOLOGIES LT88.1K shares0.00%2026-03-312026-05-04

SILJ AMPLIFY ETF TR640 sharesnew addition2026-03-312026-05-04

SIL GLOBAL X FDS168 shares-98.55%2026-03-312026-05-04

VIXY PROSHARES TR II48 shares0.00%2026-03-312026-05-04

INTC

INTEL CORP

53.93%

Shares505.8K

Event2026-03-31

Filed2026-05-04

PDD

PDD HOLDINGS INC

-62.27%

Shares193.6K

Event2026-03-31

Filed2026-05-04

SNDK

SANDISK CORP

New

Shares30.6K

Event2026-03-31

Filed2026-05-04

LITE

LUMENTUM HLDGS INC

252.54%

Shares21.7K

Event2026-03-31

Filed2026-05-04

COHERENT CORP

New

Shares53.0K

Event2026-03-31

Filed2026-05-04

UNITY SOFTWARE INC

328.64%

Shares520.3K

Event2026-03-31

Filed2026-05-04

SATS

ECHOSTAR CORP

New

Shares71.3K

Event2026-03-31

Filed2026-05-04

MTSI

MACOM TECH SOLUTIONS HLDGS I

New

Shares28.7K

Event2026-03-31

Filed2026-05-04

AXTI

AXT INC

-86.10%

Shares94.8K

Event2026-03-31

Filed2026-05-04

SLV

ISHARES SILVER TR

New

Shares78.8K

Event2026-03-31

Filed2026-05-04

IBIT

ISHARES BITCOIN TRUST ETF

11.88%

Shares133.7K

Event2026-03-31

Filed2026-05-04

TTMI

TTM TECHNOLOGIES INC

New

Shares32.4K

Event2026-03-31

Filed2026-05-04

AMKR

AMKOR TECHNOLOGY INC

New

Shares61.6K

Event2026-03-31

Filed2026-05-04

TCOM

TRIP COM GROUP LTD

0.00%

Shares32.0K

Event2026-03-31

Filed2026-05-04

POET

POET TECHNOLOGIES INC

New

Shares234.0K

Event2026-03-31

Filed2026-05-04

ALMU

AELUMA INC

New

Shares73.5K

Event2026-03-31

Filed2026-05-04

MAXEON SOLAR TECHNOLOGIES LT

0.00%

Shares88.1K

Event2026-03-31

Filed2026-05-04

SILJ

AMPLIFY ETF TR

New

Shares640

Event2026-03-31

Filed2026-05-04

SIL

GLOBAL X FDS

-98.55%

Shares168

Event2026-03-31

Filed2026-05-04

VIXY

PROSHARES TR II

0.00%

Shares48

Event2026-03-31

Filed2026-05-04

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available